Financial Poise

Articles tagged: Personal Finance & Investment

Long-term care options for retirees

Long-Term Care Insurance: What People of All Ages Need to Know

Long-Term Care Insurance Protects You and Your Assets The biggest threat to one’s nest egg or the assets that he wishes to leave his loved ones is not necessarily a recession or tumbling stock market, but rather the debilitating march of time that could cause them to face the kind of chronic illness or disability […]

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Thirteen Guidebooks for Building and Holding Wealth

Read These Books to Get Smart About Personal Finance and Investing

Thirteen Guidebooks for Building and Holding Wealth Hiring a professional to manage your investments is not akin to hiring a plumber, car mechanic, or even attorney. To hire any of these three professionals it is neither necessary nor likely that to first teach yourself about plumbing, car engines, or the law. Personal Finance & Investing, […]

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Wealth Management Trends

AMG Funds Survey Finds Investors Confident in Economy

New Survey Explores Investment Preferences and Generational Differences Nearly two thirds of wealthy investors now feel optimistic about the economy, according to a new survey from AMG Funds. Titled “Wealth Management Trends in America,” the survey polled 1,000 individual investors with investable assets of more than $250,000, and found that among that group, 60% feel […]

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The Most Popular Hobby in the World: A Look at Collecting Rare Stamps

Wealthy Still Investing In Stamps Amid Overall Slide in Value

Billionaire Philatelists Chase Trophy Specimens There’s been a dramatic divergence of fates in the world of stamp collecting when it comes to investment values. Billionaires still trophy hunt ultra-rare specimens, but most stamps have seen their values collapse due to dwindling demand. Is Investing In Stamps Now Just for the Wealthy? At the rarified end of […]

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food scarcity

The Risk of Food Scarcity Creates a Need for Investment

Agriculture, as an investment sector, is in its infancy. Even though agriculture accounts for 3% of global economic activity, related public markets are still severely under-developed. In addition, the sector has recently been out-of-favor; so many investors are either ignoring or overlooking its longer-term potential.

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accredited investors

Accredited Investors: Know Your Online Securities Intermediary

The market for online alternative investments has been growing at a steady pace the past few years. Issuers of private placements have realized that they have the opportunity to reach a larger number of accredited investors by using third-party internet platforms. As an investor, it is important to know what distinguishes each type of platform out there, and what to watch out for when considering an online alternative investment.

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relationship between GP and LPs

Private Investment Fund Terms and Conditions: The Relationship Between GPs and LPs

Striking a Balance in the Relationship Between GPs and LPs The relationship between GPs and LPs- that is, between a “General Partner” and “Limited Partners” in the multi-trillion private equity industry is a complex symbiosis. General Partners (GPs) are the investment professionals that sponsor and manage private investment funds. They require capital to invest but […]

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selecting a private equity manager

Critical Considerations When Selecting a Private Equity Manager

Editor’s Note: This is an updated version of a similar article published on February 3, 2016. This article updates, amends and supersedes that earlier article. Nobody Said It Was Easy (Selecting a Private Equity Manager) Selecting a private equity manager with whom to invest is crucial to achieving top-tier performance in an industry where the […]

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blockchain technology

How Blockchain Technology Will Change Finance Forever

The Financial Market is Reaping the Benefits of New Blockchain Technology Technological advancement is accelerating at an extraordinary rate. Yet, finance and capital markets, which operate within a restrictive regulatory environment, have been resistant to adapt to this phenomenon. The solution? New blockchain technology. The limited adoption that has occurred must co-exist with antiquated systems […]

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anticipate contract issues

How to Anticipate Contract Issues Before You Sign (And Why You’ll Be Glad You Did)

Anticipate Contract Issues to Save Yourself a Headache When we negotiate a deal, the paperwork is intended to document the deal. If necessary, the paperwork is supposed to ensure that all parties keep their commitments. But I’ll admit it: I’m paranoid. How do I anticipate contract issues? How do I ensure enforceability? We are investing […]

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